Transfer and Deposit Technician
iA Financial Group (Industrial Alliance)
full-time
Posted on:
Location Type: Hybrid
Location: Quebec City • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage all aspects of incoming and outgoing transfers (payments, locked-in agreements, powers of attorney, deposits, etc.)
- Process deposits related to bank transfers, group RRSPs, etc.
- Support administrative tasks for brokers: follow-ups with fund companies, deposit reconciliation and corrections, RRSP loan administration
- Analyze and process fee reimbursements
- Validate banking information entered in client accounts
- Communicate with other departments, the sales force, and advisors
- Ensure proper functioning of automated processes (robots and programs)
- Perform various related administrative tasks
Requirements
- Diploma in administration or financial services (or relevant experience an asset)
- Good knowledge of Microsoft Office Suite
- Autonomy and organizational skills
- Ability to work under pressure
- Team spirit
- Intermediate proficiency in English and French (bilingual, required for daily email/documentation)
Benefits
- A work environment where learning and development blend with a collective pursuit of excellence
- A healthy, safe, fair, and inclusive environment
- Opportunity to work in a hybrid environment with flexible work arrangements
- Access to inspiring and innovative workspaces
- Group insurance
- Competitive pension plan
- Vacation program
- Telemedicine
- Employee and family assistance program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrationfinancial servicesdeposit reconciliationfee reimbursement analysisbank transfer processingRRSP loan administrationdata validation
Soft skills
organizational skillsautonomyability to work under pressureteam spiritcommunication
Certifications
diploma in administrationdiploma in financial services